Cpa Practice Management Pro Tips

Effective Practice Management – CPA and Other Find out how your firm can generate greater profits through efficiency, accurate billing and staff management. Industry leading CPA and Software Developer, Fred Lindsley, shares his insights and experiences regarding CPA practice management, time keeping and billing. How to start your Accounting Firm in Four Steps Software Solutions to Common Practice Management Pitfalls Practice Managements Essentials Effective Practice Management Reporting Minimizes Write-Offs and Write-Downs The Auditor’s Dilemma – The Temptation to Compromise Principles for Money Value Billing or Time and Billing for the Local CPA

How to Manage Your Accounting Practice is an all-in-one resource for managing a CPA firm's practice, expanding its business, and increasing its profits. This guide covers all of the management, marketing, personnel and billing questions faced every day by administrators, managing partners, and administrative partners. How to Manage Your Accounting Practice delivers proven, innovative, successful techniques, then show you how to implement them. You'll learn how to streamline your office systems, improve your collection procedures, and boost productivity. The book focuses on key management areas in every modern practice: efficient management practice; financial management, including billing and collection; effective use of technology; marketing and business development; personnel administration; and communications strategies. To complete this innovative, new system, you'll get every letter, checklist, and form found in the guide on a free, companion CD-ROM. From job descriptions and performance evaluations to collection letters and IRS correspondence, you'll find everything you need to implement each strategy, tactic, technique, policy, and procedure discussed in the book. Regardless of a CPA firm's size, structure or location, this guide will enable a CPA firm to run more efficiently, giving its managing partners and employees time to provide services to clients and develop new business opportunities.

Contains technical guidance and practice aids to assist CPA's in the administrative and management areas of their practice.

With rising competition in the field, independent accountants as well as accounting firms are finding it harder to survive and make a profit. According to the author of this management guide, the difficulty is compounded by the fact that most professional accountants lack training or expertise in managing a practice. Kastantin, an experienced CPA, consultant, and accounting educator, has written a comprehensive manual that will enable accountants to upgrade their practices systematically and develop the human relations competence that is vital to managing a successful practice. The first several chapters discuss the need to accept a basicbusiness orientation through a stated business purpose and to define the size and scope of a practice as well as personal finance goals. The author next considers such basics as liability insurance, employment contracts, and financing methods. A major section of the book is devoted to working relationships with bookkeepers and other staff, partners, bankers, and the Internal Revenue Service. Chapters on client services offer specific guidelines on management concerns relating to auditng, review and compilation, tax practice, management advisory services, and client write-up services. Turning to the question of marketing, the author gives detailed advice on soliciting clients, advertising and the creating of a firm image, and explores the ethical issues involved. he describes the various ways that computers can assist the practitioner in managing a practice. He suggests an organized approach to accounting practice administration and outlines the use of financial statements and break-even analysis in practice management. The final chapter, which includes a case study, deals with business budgeting and sales forecasting as they relate to banking relationships, business management, and personal financial planning. This convenient, logically organized manual is an invaluable resource for the accounting practitioner who wishes to maximize financial return and to develop the kind of well-run practice that can retain clients despite increased competition. It is an appropriate acquistion for the business and accounting collections of academic and public libraries.

Contains technical guidance and practice aids to assist CPA's in the administrative and management areas of their practice.

1999 How to Manage Your Accounting Practice is your one-stop, complete practice managements system. Our management experts deliver proven, innovative, successful techniques, then show you how to implement them. You'll learn how to streamline your office systems, improve your collection procedures, and boost productivity. To complete this innovative, new system, you'll get every letter, checklist, and form found in the guide on two powerful disks. From job descriptions and performance evaluations to collection letters and IRS correspondence, you'll find everything you need to implement each strategy, tactic, technique, policy, and procedure discussed in the book. The disks are compatible with any word processor capable of converting Word and WordPerfect for Windows.

A practice management system designed to streamline office systems and boost productivity, using proven, successful techniques. The CD-ROM contains all the letters, checklists and forms that can be found in the guide.

Business strategy book for certified public accountants (CPA). A compilation of practical, time-tested tactics for operating a successful public accounting firm.